Cody Rickaway, Wealth Advisor
Cody Rickaway, CFP®, CIMA®, RICP®, AIF®, stands as a dedicated financial professional, propelling his clients towards their unique financial aspirations. Recognizing the individuality of each client, Cody firmly believes in crafting fully tailored financial plans that align with their distinct needs and life circumstances.
Cody's unwavering commitment to excellence is underpinned by his extensive education and professional achievements. He holds a dual Bachelor's Degree in Finance & Accounting from the University of Wisconsin La Crosse, laying a solid foundation for his financial expertise. Furthermore, Cody possesses an array of distinguished designations and licenses, including the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Investment Management Analyst (CIMA®) Consultant, Retirement Income Certified Professional (RICP®), Accredited Investment Fiduciary (AIF®), Registered Investment Adviser Representative, Series 7 & 66 Licenses through LPL Financial, and multiple State Life & Health Insurances.
Cody Rickaway's remarkable combination of expertise, personalized service, and passion for continuous growth positions Integrated Wealth Management, LLC as a trailblazing force in the financial services industry, dedicated to transforming the financial lives of its valued clients.
You are invited to schedule a confidential free consultation with Cody. Call 608-785-0069 today to schedule your appointment.